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Vizdom gives you several ways to share dashboards and collaborate with your team. This guide covers all of them — from inviting members to your workspace to embedding dashboards in external applications.

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Invite team members

1

Open Team settings

Go to Settings → Team in the left sidebar.
2

Invite a member

Click Invite Member. Enter the email address of the person you want to add and select their role (see role permissions below). Click Send Invite.The invitee receives an email with a link to join your workspace. The invite expires after 7 days.
3

Manage existing members

From the Team page you can change a member’s role or remove them at any time. Changes take effect immediately.

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Role-based permissions

Vizdom has three roles. Assign the most restrictive role that still lets the person do their job.
RoleView dashboardsCreate & editShare & publishManage workspace
Viewer✓
Editor✓✓✓
Admin✓✓✓✓
Viewer — can view and interact with dashboards (apply filters, drill down) but cannot create, edit, or share anything. Editor — can create and edit dashboards, connect data sources, build datasets, and share dashboards using any of the methods below. Admin — full access, including managing team members, billing, and workspace-level settings. There must always be at least one Admin in a workspace. For a detailed breakdown of every permission, see Access Control.

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Share a dashboard

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Comment on dashboards

Vizdom has in-context commenting so your team can discuss insights without leaving the dashboard.
  • Click the comment icon (speech bubble) on any visualization card to open the comment thread for that chart.
  • Type your message and press Enter to post.
  • Mention a teammate with @their-name to send them a notification. They receive an email and an in-app notification with a link directly to the comment.
  • Resolve a comment thread by clicking Resolve once the discussion is complete. Resolved threads are archived and can be reopened if needed.